Mason Hawkins's SHEN Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 2.94 M shares of Shenandoah Telecommunications Company (SHEN) worth $45.34 M, representing 2.23% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Mason Hawkins has maintained this position in SHEN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.38 M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's Shenandoah Telecommunications Company (SHEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shenandoah Telecommunications Company (SHEN) Trades by Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +492,056 | Add 20.10% | 2.94 M | $11.56 |
| Q3 2025 | +160,172 | Add 7.00% | 2.45 M | $13.42 |
| Q2 2025 | +1.38 M | Add 151.49% | 2.29 M | $13.66 |
| Q1 2025 | +909,818 | New Buy | 909,818 | $12.57 |
Mason Hawkins's Shenandoah Telecommunications Company Investment FAQs
Mason Hawkins first purchased Shenandoah Telecommunications Company (SHEN) in Q1 2025, acquiring 909,818 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held Shenandoah Telecommunications Company (SHEN) for 5 quarters since Q1 2025.
Mason Hawkins's largest addition to Shenandoah Telecommunications Company (SHEN) was in Q2 2025, adding 2,288,068 shares worth $31.26 M.
According to the latest 13F filing for Q1 2026, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 2,940,296 shares of Shenandoah Telecommunications Company (SHEN), valued at approximately $45.34 M.
As of the Q1 2026 filing, Shenandoah Telecommunications Company (SHEN) represents approximately 2.23% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in Shenandoah Telecommunications Company (SHEN) was 2,940,296 shares, as reported at the end of Q4 2025.